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Renuka Shakha
Written by Renuka Shakha

Bulk Import Contacts with Custom Fields

You can import Contacts in bulk with Custom Fields directly from the settings page. No hassle and lesser time-consuming. Only efficient quick data import.

Step 1: Click on the Settings button.

Step 2: Select Data Import.

Step 3: Select the Contacts tab.

Step 4: Click on the Import Contacts button.

Step 5: Download the import template.

Step 6: Fill in the template with the information of your Clients and their Education. The template will also contain the custom field that you have added to your system.

Note: The fields marked with * are mandatory.
'Added by' is another mandatory field and requires a valid user email address as an input.

Step 7: Upload the file back into the system.

Step 8: To view the details of your upload, click on the Details button.

Step 9: Here you can see the number of Contacts and their Education Background that have been InsertedUpdated, and Failed to import.

Step 10: If some of your data have failed to import, the Validation Errors are shown in a list view.

Note: Please make sure that the following formats are maintained for each field that is filled in the CSV/excel template.
  • First Name: Text
  • Last Name: Text
  • DOB: dd/mm/yyyy
  • Phone Number Country Code: Select the country code from the dropdown list provided in the template
  • Phone: 10 digit phone number
  • Email: Email address of the contact
  • Street: Alphanumeric
  • City: Text
  • State: Text
  • Post Code: Alphanumeric
  • Country: Select from the dropdown list of Countries in the Template
  • Preferred Intake: dd/mm/yyyy
  • Country of Passport: Select from the dropdown list of Countries in the Template
  • Passport Number: Alphanumeric
  • Visa Type: Alphanumeric
  • Visa Expiry Date: dd/mm/yyyy
  • Assignee: Email address of the "Assignee"
  • Added by: Email address of the "Added by" user

For Custom fields the format of the information should reflect the field type of the custom field that you have created.

Note: For the bulk import of the contact, the user should have the permissions as marked in the image below:

To edit the permission of the user, click on the following link: